OpenBB is an open source, AI-powered research and analytics workspace designed for investment firms. It provides a secure, compliant, and scalable platform for AI experimentation and deployment. As an alternative to proprietary platforms like Bloomberg Terminal, OpenBB offers a more accessible and flexible solution for financial data analysis and investment research.
Key features include:
- AI Model Integration: Integrate custom AI agents into a safe environment.
- On-Premise Deployment: Deploy OpenBB on-prem or in a private cloud for enhanced control and security.
- Data Connectivity: Integrate proprietary, licensed, and public data sources.
- Customizable UI: Adapt the user interface to specific workflows and enable real-time team collaboration.
Use cases include earnings guidance intelligence, investor call preparation, and building custom financial workflows on scalable AI infrastructure. It targets forward-thinking investment firms managing billions, providing tools for public equity, wealth management, private equity & credit, crypto, commodities & macro, client advisory, and logistics & operations.
